2021 Selected Financial Highlights

(as of December 31, 2021)

401(k) and 403(b)
Plan Premiums
and contributions

($ MILLIONS)

$1,448
2017
$1,520
2018
$1,703
2019
$1,677
2020
$2,057
2021

Total Assets
Under administration

($ BILLIONS)

$21.2
2017
$20.4
2018
$23.7
2019
$25.9
2020
$29.3
2021

Client Retention Rate2021

98.7%

401(k) and 403(b) Plan Premiums and Contributions (Five-year compound annual growth rate)
2021

12.1%

Benefits Paid2021

$3.0 Billion

Total Surplus (including the Asset Valuation Reserve)
2021

$871 Million

Number of 401(k) and 403(b) Plans2021

4,600

Number of 401(k) and 403(b) Plan Participants2021

475,000

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